Pipedrive Integration: Submission is not passed to Pipedrive

  • scherer627
    Gefragt am 26. September 2023 um 10:47

    Ich konnte einen Test über das System losschicken, das dann auch bei Pipedrive angekommen ist.
    Als ich über den Link gegangen bin, das Formular selbst ausgefüllt habe und dann abgeschickt habe, kam allerdings nur eine Email an und keine Integration mit Pipedrive. Wie ändere ich das?

  • Chris_L Jotform Support
    Geantwortet am 26. September 2023 um 13:23

    Hi Alena,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. I checked your account and I am seeing only 1 form. When I reviewed the form 232684079333057, I am seeing no Pipedrive integration. Are you trying to set up the Pipedrive integration? If so, let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2. Click on Integrations on the left side of the screen.
    3. Select the Pipedrive Integration.Pipedrive Integration: Submission is not passed to Pipedrive Image 1 Screenshot 50
    4. Click on Authenticate and complete the authentication process.
      Pipedrive Integration: Submission is not passed to Pipedrive Image 2 Screenshot 61
    5. Next, select a Pipedrive action.
      Pipedrive Integration: Submission is not passed to Pipedrive Image 3 Screenshot 72
    6. Depending on the action you choose, set up other details.
    7. Map the fields on your Pipedrive workspace to the fields on your form.
      Pipedrive Integration: Submission is not passed to Pipedrive Image 4 Screenshot 83You can test the integration by clicking the Test integration button.
    8. Click Save to complete the integration.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?